Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLJIX (PRINCIPAL LIFETIME 2065 INSTITUTIONAL CLASS) | 9.18% | 22.14% | 17.35% | 8.34% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/07/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLJIX (PRINCIPAL LIFETIME 2065 INSTITUTIONAL CLASS) | 09/07/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.65 | 22.14 | 17.35 | 8.34 | NA | NA | NA | … | … | 9.18 | 13.40 | 13.26 | 20.27 | -18.82 | 18.18 | 16.87 | 27.36 | -9.36 | 7.46 |
| Sharpe Ratio | NA | 1.67 | 1.07 | 0.38 | NA | NA | NA | … | … | 1.36 | 0.65 | 0.86 | 1.36 | -0.92 | 1.45 | 0.57 | 2.36 | -0.75 | 5.02 |
| Standard Deviation(%) | NA | 11.80 | 13.38 | 15.40 | NA | NA | NA | … | … | 14.36 | 16.46 | 11.27 | 12.32 | 22.19 | 12.57 | 29.08 | 10.99 | 14.43 | 4.97 |
| Draw Down(%) | NA | 8.72 | 15.72 | 26.81 | NA | NA | NA | … | … | 8.72 | 15.72 | 7.08 | 10.84 | 26.15 | 5.93 | 34.13 | 5.84 | 19.16 | 1.42 |
| Yield(%) | 0.00 | 7.19 | 5.71 | 4.64 | 4.64 | 3.09 | 2.32 | … | … | 0.00 | 7.58 | 4.18 | 4.17 | 4.98 | 4.40 | 2.77 | 4.71 | 2.91 | 1.97 |
Data as of 06/04/2026, Common starting date is 09/07/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLJIX (PRINCIPAL LIFETIME 2065 INSTITUTIONAL CLASS) |
2.71%
Apr 2021 – Apr 2024 |
5.30%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLJIX (PRINCIPAL LIFETIME 2065 INSTITUTIONAL CLASS) |
20.71%
Dec 2018 – Dec 2021 |
14.20%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart